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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,199 | $52,306+112.6% | $69,779+59.4% | $62,881+76.8% |
| Participation rate | 78.4% | 67.2%+11.1pp | 71.8%+6.6pp | 69.3%+9.1pp |
| Annual return | 9.07% | 13.35%-4.3pp | 12.99%-3.9pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,207 | $1,799+22.7% | $2,338-5.6% | $2,281-3.2% |
| Participant deferral / active EE | $3,886 | $2,395+62.3% | $2,931+32.6% | $3,203+21.3% |
| Admin fee / account holder | $6,296 | $3,691+70.6% | $4,381+43.7% | $4,296+46.6% |